William
Holland

Royal Alliance Associates, Inc

CRD#2542445
Investment Advisor
in Charlotte, NC
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About this Advisor

William Holland is a certified financial planner and chartered financial consultant in Charlotte, North Carolina. Currently a registered advisor at Royal Alliance Associates, Inc, they have accrued an impressive 24 years of professional experience. Holland maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Holland can advise clients based out of North Carolina. Throughout their career, they have worked at Royal Alliance Associates, Inc and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of Charlotte, North Carolina, and operates out of 459 brick-and-mortar locations in the country. As a company, Royal Alliance Associates, Inc manages $8 billion in assets dispersed across 30,657 accounts and employs more than 1,933 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Royal Alliance Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

10800 Sikes Place Suite 205
Charlotte, NC 28277

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

NC Average: $10,121,009,343
Total Number of Employees

2,951

NC Average: 92
Total Number of Accounts

62,916

NC Average: 6,978
Average Account Size

$200,603

NC Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Holland Work History

William has 24 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

1994 - Present (25 years)

Signator Investors, Inc

Disclosures

William Holland has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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